David Neal, CEO of IFM Investors, warned that massive spending on artificial intelligence (AI) and the global energy transition will likely create inflationary pressures for decades. He highlighted that while the recent energy price surge was a wake-up call, ongoing investments in AI and energy transition are adding to long-term inflation. Neal pointed to the $650 billion in planned capital expenditures by major US tech companies for new data centers and AI infrastructure by 2026. He also mentio

OECD SEES 2026 GLOBAL GROWTH SLOWING TO 2.6% IN DOWNSIDE SCENARIO OECD SEES 2027 GLOBAL GROWTH SLOWING TO 2.5% IN DOWNSIDE SCENARIO OECD LEAVES CHINA GROWTH FORECAST AT 4.4% IN 2026, 4.3% IN 2027 OECD RAISES 2026 U.S. ECONOMIC GROWTH FORECAST TO 2% FROM 1.7% OECD LOWERS 2027 U.S. ECONOMIC GROWTH FORECAST TO 1.7% FROM 1.9% OECD LOWERS 2027 EUROZONE ECONOMIC GROWTH FORECAST TO 1.2% FROM 1.4% OECD HAD INTENDED TO RAISE GLOBAL GROWTH FORECAST BEFORE ATTACK ON IRAN OECD RAISES U.S. 2026 INFLATION FORECAST TO 4.2% FROM 3% OECD SEES BOJ RAISING KEY RATE GRADUALLY OECD RAISES 2027 EUROZONE INFLATION FORECAST TO 2.1% FROM 2% OECD SEES 'MODEST' INCREASE IN ECB'S KEY RATE DURING SECOND QUARTER OECD SEES FED ON HOLD THROUGH 2026 AND 2027

The Pentagon is weighing military options for a potential “final blow” against Iran, including ground operations and large-scale bombing, according to US officials. Proposed scenarios include targeting key islands such as Kharg Island, Larak Island, and Abu Musa, or disrupting oil shipments in the Strait of Hormuz. While Donald Trump has not made a decision and officials describe these plans as hypothetical, preparations for escalation are underway. Iran has rejected initial US demands but remains open to talks, though deep mistrust—particularly from the Islamic Revolutionary Guard Corps—continues to hinder progress.